As a Business Development Consultant at Timeline, I work closely with financial advisers to understand their businesses, introduce our solutions, and help them get the most value from the Timeline ecosystem. From identifying suitable investment solutions to supporting implementation and ongoing adoption, my role is centred on building strong relationships and helping firms operate more efficiently.

My journey into financial services began in 2023, working within the private client space at a boutique wealth management firm. Working directly with end clients gave me first-hand insight into the value they place on their financial adviser and the trust that is built over many years. What stood out most was the role advisers play in helping clients navigate important financial decisions with confidence, providing reassurance and guidance throughout their financial journey.

Having seen the impact that strong adviser-client relationships can have, joining Timeline was a obvious next step. I was drawn to the opportunity to support advisers with a truly holistic solution spanning investments, financial planning, and platform technology. Today, I work with firms to help remove operational friction, streamline processes, and ultimately give advisers more time to focus on their clients.

I’m available via email, phone, video call, LinkedIn or in person, and look forward to speaking with you.